It's time to check "Take Care of My Money" off your list... permanently

Every physician's situation is different, but one thing you have in common: you're busy.

We make working with us simple. You have two choices: one for planning, and one for managing your investments. Most clients choose both.

Sign up for Advisor On Call to set goals, get organized and take action. Advisor On Call is our financial planning service that helps you...

• Take control of your finances by getting organized and making sense of the money you make in your practice...
• Create a strategy for turning regular savings into a resource that can grow with you, your practice and your family...
• Solve the conundrum of college tuition, insurance, retirement and estate planning...

When you're facing a new financial issue and you want to make the right choices about your money, then you'll want to sign up for Advisor On Call.

For one low monthly fee, we'll talk with you about your insurance, home purchases, mortgages, funding for college, practice buy-ins, asset protection, and even a plan for life after you've moved on from medicine. Contact us any time via E-mail or phone. There's no limit to the number of times we talk each month.

And we insist on including your spouse or significant other in the conversation. That's why this service is a great way to get all your financial worries on the table and settled once and for all.

Sign up for ProActive Portfolio once you have a plan and you're ready to delegate the day-to-day drudgery of managing your investments...

• Delegate day-to-day investment decisions to us. We'll make the right moves with your investments...
• We'll pick best-in-class mutual funds, rebalance your accounts, and manage your portfolio according to your plan...
• And we keep you informed every step of the way, putting you in control of your money today and far into the future...

Our industry-standard fee is based on the size of your portfolio instead of charging you per transaction. As your portfolio grows, our fee percentage shrinks. Don't you wish everything worked like that?

And we keep going where others leave off...

Included in our ProActive Portfolio fee are services you won't find elsewhere. We manage just about any account, no matter where it's located, including your 401k. Tasks like selecting securities, trading, performance monitoring and responding to changes in the markets and the economy are all part of the work we do for you.

This means all your accounts — even the teeny accounts other firms ignore — can get the attention they deserve.

Or simply call us. We'll help you figure out the best place to start.

If you're not sure about your goals or you don't know how you want your investments managed, don't worry. Come as you are, and we'll help yout take it one step at a time, moving steadily from uncertainty toward certainty about your finances.

But really... the only decision you have to make now is: YES

Come as you are. We're here for you.

Complete the form below. During our first call, we'll mutually decide on the best course of action for you.

YES! I'm ready to take care of my money!

Email:
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I'd like to get started with...:	Choose one... Advisor On Call (planning) ProActive Portfolio (investing) Let's talk about it.
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Give us some dates/times when you're available for a FREE initial consultation by phone and we'll confirm a time by email:
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Or, give us an idea about the time when you're usually available (e.g. "Tuesday afternoons"):
Helpful information for our first call (about you, your situation, or what you need):

We look forward to talking with you!

Ben Utley, CFP®
Physician Family Financial Advisors Inc.
888-465-0899
contact@physicianfamily.com
399 East 10th Avenue, Suite 103
Eugene, Oregon 97401